Best-selling Funds

Important Note:

Investment involves risks. The price of units may go down as well as up, as the investments of a fund are subject to the market fluctuations and the risks inherent in investments. Past performance is not indicative of future performance. You should make sure you fully understand the risks associated with the relevant investment fund and should also consider your own investment objectives and risk tolerance level^#.

Some funds are entitled to use financial derivative instruments to meet their investment objectives, which may make their net asset value more volatile. It is possible that you could lose some or all of the amount you have invested in such funds.

Before making any investment, you should refer to the relevant investment fund offering documents, e.g. the prospectus/explanatory memorandum, for detailed information including risk factors. The funds illustrated on this page may not be available in all jurisdictions, subject to restrictions. You should not make an investment decision based solely on this page. If you are in doubt, you should seek independent professional advice.

Top 10 Best-selling Funds (Aug 2025)

Fund Code	Fund Name	Cumulative Performance				Calendar Year Performance^					BEA Risk Level*
Fund Code	Fund Name	YTD	6-month	1-year	3-year	2024	2023	2022	2021	2020	BEA Risk Level*
AA012	AB FCP I - American Income Portfolio - AT/USD #	6.1%	3.4%	4.8%	16.0%	2.9%	8.3%	-13.1%	-0.3%	4.6%	3
BB957	Barings Global Senior Secured Bond Fund - Tranche G/dis/USD #	5.3%	3.7%	7.5%	26.2%	7.9%	12.6%	-10.1%	5.3%	2.4%	4
BE365	BEA Union Investment Global Quality Bond Fund - A/dis/USD	2.9%	2.0%	N/A	N/A	N/A	N/A	N/A	N/A	N/A	2
BE012	BGF Asian Multi-Asset Income Fund - A6/USD	12.5%	10.5%	12.9%	26.6%	7.4%	5.5%	-15.0%	-5.0%	8.7%	3
BE611	BOCHK All Weather USD Money Market Fund - A1/USD	2.9%	2.1%	4.5%	N/A	5.3%	N/A	N/A	N/A	N/A	1
FA699	Fidelity Funds - Global Short Duration Income Fund - A/MCDIST(G)/USD	4.9%	3.5%	6.8%	N/A	6.8%	8.7%	0.3%	N/A	N/A	2
FA578	Fidelity Funds - US Dollar Bond Fund - A/MCDIST(G)/USD	5.0%	2.4%	1.9%	9.3%	-0.3%	5.9%	-13.9%	-1.4%	0.7%	2
IA576	Invesco Global Investment Grade Corporate Bond Fund - A/MD-1/USD	4.1%	2.1%	3.8%	16.6%	4.0%	9.5%	-16.6%	-0.8%	3.8%	2
PA271	PIMCO GIS Income Fund - E/inc #	6.5%	3.5%	6.5%	19.5%	4.4%	7.7%	-8.4%	1.6%	5.6%	4
SA847	Schroder ISF Global Credit Income - A/dis MF/USD	6.3%	4.1%	6.8%	23.9%	6.2%	9.5%	-12.7%	0.9%	6.6%	2

Source: ET Wealth, data as of 01 Sep 2025 #Data as of 29 Aug 2025

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Remarks:

This table shows the top 10 best-selling funds offered by BEA according to the total subscription and switch-in amount (in HKD or equivalent) for each fund. If the investment is denominated in foreign currency, any conversion to HKD is indicative and provided for reference only. The prevailing foreign exchange rate, as determined by BEA from time to time, is used for calculation.

Fund performance statistics are based upon NAV to NAV or bid to bid prices with dividend reinvested.

Fund Code: Code shown before the Fund Name. For reference only.

^ - Only full calendar year performance numbers will be noted.

* - How is the BEA risk level defined?

The BEA Risk Levels are listed as below:

BEA Risk Level		Corresponding Investment Preference
1	Low	Product of this level is generally suitable for an investor who is willing to accept lower returns in exchange for a higher degree of stability and certainty.
2	Low to Medium	Product of this level is generally suitable for an investor who is willing to accept some investment risks in exchange for potentially a higher but relatively stable return.
3	Medium	Product of this level is generally suitable for an investor who is willing to accept considerable investment risk in exchange for potentially a higher return.
4	Medium to High	Product of this level is generally suitable for an investor who is willing to accept significant investment risk in exchange for potentially a significant return.
5	High	Product of this level is generally suitable for an investor who is willing to accept significant high investment risk in exchange for potentially a substantial return.

^# - How is the risk tolerance level defined?

The Bank classifies its customers' risk tolerance level into five categories:

Risk Tolerance Level		Client Risk Profile	Attributes and Risk Preferences
1	Low	Conservative	Client has little or limited expertise and experience in investment; and/or is willing to accept lower return in exchange for a higher degree of stability and certainty.
2	Low to Medium	Balanced	Client has some experience and knowledge in financial investment; is willing to accept some investment risks in exchange for a potentially higher but relatively stable return; and/or has tendency to develop a lower risk investment portfolio.
3	Medium	Growth	Client who has reasonable expertise or experience in financial investment; is willing to accept considerable investment risk in exchange for a potentially higher return; and/or has sound financial capability to absorb the corresponding investment loss.
4	Medium to High	Aggressive	Client who has considerable expertise or experience in financial investment; is willing to accept significant investment risk in exchange for a potentially significant return; and/or has strong financial capability to bear loss from high-risk investment.
5	High	Very Aggressive	Client who demonstrates a strong preference for or expertise or experience with high-risk, structured or leveraged products; is willing to accept significantly high investment risk in exchange for a potentially substantial return; and/or has solid financial capability to tolerate loss in a high-risk investment.

To view or update your risk tolerance level, simply visit the Bank's website at www.hkbea.com, log in to BEA Online, select "Investment" from the main menu, and then select "Risk Assessment".

Disclaimer:

Investment involves risks. You should be aware of market fluctuations and the risks inherent in investments. Investment in emerging markets involves above-average investment risks, such as potential fluctuations in foreign exchange rates and political or economic uncertainties. Before making any investment, you should refer to all relevant investment fund offering documents, including the Explanatory Memorandum, for detailed information including the risk factors.

Past performance is not indicative of future performance. You should make sure you fully understand the risks associated with the relevant investment fund and should also consider your own investment objectives and risk tolerance level. Please be reminded that you are responsible for your investment decisions and should not rely on the advice, information, or opinion of the intermediary as a substitute for reading the relevant offering documents and the exercise of your own judgment. The advice or opinion expressed by the intermediary is for reference only and is based on certain assumptions. Accordingly, you should not rely on any advice, information, or opinion of the intermediary as professional or financial advice; no warranty is given and no liability whatsoever is accepted for any loss arising, whether directly or indirectly, as a result of your acting on any advice, information, or opinion of the intermediary. If in doubt, please seek independent professional advice.

The top 10 best-selling funds on this page are authorised by the Securities and Futures Commission ("SFC") in Hong Kong. However, SFC authorisation is not a recommendation or endorsement of a product, nor does it guarantee the commercial merits of a product or its performance. It does not mean the product is suitable for all investors, nor is it an endorsement of its suitability for any particular investor or class of investors.

The information on this page is provided solely for informational purposes and does not constitute any offer, solicitation, invitation, advice, or recommendation to subscribe for or redeem any investments or securities. Although the information contained on this page is obtained from sources that BEA considers reliable, BEA does not guarantee its accuracy or completeness. Information relating to individual funds may be subject to change, and the latest information published by respective investment fund houses shall prevail. No responsibility is accepted by BEA for the use of or reliance on information provided herein.

This page has not been reviewed by the Securities and Futures Commission in Hong Kong.

DISCLAIMER: ET Wealth and third-party information providers endeavour to ensure the accuracy and reliability of the information provided, but do not guarantee its accuracy and reliability, and accept no liability (whether in tort or contract or otherwise) for any loss or damage arising from any inaccuracies or omissions.